LWA

Lenox Wealth Advisors Portfolio holdings

AUM $798M
1-Year Est. Return 5.74%
This Quarter Est. Return
1 Year Est. Return
+5.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$729M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$1.65M
3
+$1.42M
4
KOMP icon
SPDR S&P Kensho New Economies Composite ETF
KOMP
+$827K
5
SLM icon
SLM Corp
SLM
+$629K

Top Sells

1
+$11.1M
2
+$3.3M
3
+$2.77M
4
META icon
Meta Platforms (Facebook)
META
+$1.14M
5
WTPI
WisdomTree Equity Premium Income Fund
WTPI
+$880K

Sector Composition

1 Technology 1.63%
2 Consumer Discretionary 1.06%
3 Financials 0.85%
4 Communication Services 0.77%
5 Consumer Staples 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$478K 0.07%
2,163
+114
52
$474K 0.07%
1,346
-1,274
53
$462K 0.06%
48,787
54
$458K 0.06%
7,250
55
$446K 0.06%
+8,720
56
$438K 0.06%
9,666
-4,491
57
$433K 0.06%
+45,000
58
$423K 0.06%
2,048
+846
59
$404K 0.06%
3,421
-582
60
$375K 0.05%
4,274
-550
61
$361K 0.05%
3,107
+9
62
$354K 0.05%
2,326
-449
63
$333K 0.05%
2,026
-1,979
64
$331K 0.05%
4,340
65
$326K 0.04%
876
-557
66
$307K 0.04%
2,168
-225
67
$306K 0.04%
2,311
+1,666
68
$298K 0.04%
15,828
+1,536
69
$295K 0.04%
1,300
-548
70
$288K 0.04%
2,657
+377
71
$266K 0.04%
6,898
72
$261K 0.04%
5,045
+231
73
$260K 0.04%
763
+14
74
$238K 0.03%
2,678
-2,710
75
$234K 0.03%
1,484
-135
1 2
3
4 5